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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
RGF
1801
Retirement Guys Formula
Ohio
– -$683K -12,049 Closed
DU
1802
Delphia (USA)
Ontario, Canada
– -$669K -11,810 Closed
SM
1803
Sciencast Management
New Jersey
– -$630K -11,011 Closed
MWAM
1804
Manhattan West Asset Management
California
– -$615K -10,842 Closed
NWMG
1805
National Wealth Management Group
Ohio
– -$705K -10,754 Closed
SAM
1806
Seelaus Asset Management
New Jersey
– -$609K -10,743 Closed
VA
1807
Valmark Advisers
Ohio
– -$574K -10,135 Closed
TCBWMS
1808
Texas Capital Bank Wealth Management Services
Texas
– -$568K -10,015 Closed
FRM
1809
Fox Run Management
Connecticut
– -$509K -8,982 Closed
PAM
1810
Private Asset Management
California
– -$509K -8,973 Closed
DFCM
1811
Dark Forest Capital Management
Puerto Rico
– -$509K -8,972 Closed
GCM
1812
Glaxis Capital Management
Florida
– -$493K -8,692 Closed
MAM
1813
Meeder Asset Management
Ohio
– -$480K -8,468 Closed
FIM
1814
Freedom Investment Management
Connecticut
– -$431K -7,608 Closed
BMCM
1815
Black Maple Capital Management
Wisconsin
– -$425K -7,500 Closed
SCM
1816
Stevens Capital Management
Pennsylvania
– -$423K -7,465 Closed
T
1817
TRUADVICE
Florida
– -$420K -6,501 Closed
Fiera Capital (Canada)
1818
Fiera Capital (Canada)
Quebec, Canada
– -$368K -6,500 Closed
AFC
1819
AFT Forsyth & Company
Florida
– -$362K -6,390 Closed
ACP
1820
Aveo Capital Partners
Colorado
– -$355K -6,257 Closed
PGWM
1821
Parisi Gray Wealth Management
New Jersey
– -$326K -6,232 Closed
MFG
1822
Menard Financial Group
Texas
– -$340K -5,994 Closed
TWP
1823
Tempus Wealth Planning
California
– -$339K -5,980 Closed
AFA
1824
Atlas Financial Advisors
California
– -$337K -5,940 Closed
DC
1825
Diametric Capital
Massachusetts
– -$336K -5,933 Closed